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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
701
Telos Capital Management
California
$235K +$275K +493 New
AC
702
ASB Consultores
Florida
$232K -$46.3K -83 -15%
FW
703
FirstPurpose Wealth
Utah
$229K +$9.49K +17 +4%
AR
704
Apeiron RIA
Texas
$229K +$26.8K +48 New
FHA
705
Flagship Harbor Advisors
Massachusetts
$229K +$30.1K +54 +13%
MAM
706
McLean Asset Management
Virginia
$224K – – –
MPCG
707
Matrix Private Capital Group
New York
$223K -$5.02K -9 -2%
SB
708
Strategic Blueprint
Georgia
$223K +$2.79K +5 +1%
PWS
709
Precision Wealth Strategies
Missouri
$223K +$39.1K +70 +16%
DBRC
710
D.B. Root & Company
Pennsylvania
$223K +$262K +470 New
GIM
711
Greenwich Investment Management
Connecticut
$222K – – –
PWM
712
Perigon Wealth Management
California
$221K +$259K +464 New
EWM
713
Executive Wealth Management
Michigan
$220K +$72.6K +130 +39%
FBB
714
Fulton Breakefield Broenniman
Maryland
$219K -$11.7K -21 -4%
WGAM
715
Wilkinson Global Asset Management
New York
$219K – – –
BAM
716
Bruderman Asset Management
New York
$218K +$53.6K +96 +27%
AWA
717
Aaron Wealth Advisors
Illinois
$215K -$17.9K -32 -7%
JWCA
718
J.W. Cole Advisors
Florida
$214K +$252K +451 New
HCA
719
Harbour Capital Advisors
Virginia
$211K -$10K -18 -4%
GTCM
720
Gyon Technologies Capital Management
New Jersey
$211K +$248K +444 New
KOCAA
721
Knights of Columbus Asset Advisors
Connecticut
$211K +$248K +444 New
FFA
722
First Foundation Advisors
California
$210K -$228K -408 -48%
DAS
723
Dynamic Advisor Solutions
Arizona
$207K +$21.2K +38 +10%
HIC
724
Holderness Investments Company
North Carolina
$205K – – –
NFG
725
Nations Financial Group
Iowa
$204K +$18.4K +33 +8%